+1,346.4%
MU vs BSX
-1.2%
+1,347.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +7.5% | -7.0% | +14.5% | +10.2% |
| 30D | +19.4% | -10.9% | +30.3% | +24.0% |
| 3M | +9.8% | -8.2% | +18.0% | +12.3% |
| 6M | +164.1% | -37.5% | +201.6% | +222.1% |
| YTD | +260.3% | -52.8% | +313.2% | +411.2% |
| 1Y | +661.2% | -58.4% | +719.6% | +1,058.4% |
| 3Y | +1,380.8% | -16.5% | +1,397.4% | +1,398.0% |
| 5Y | +1,346.4% | -1.0% | +1,347.4% | +1,130.7% |
| All | +1,346.4% | -1.2% | +1,347.6% | +1,130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling